Tim Recker's guest appearances

Tim Recker

Capital Allocators – Inside the Institutional Investment Industry

Voices of Private Equity

Thoma Bravo

Orlando Bravo

Michael Mauboussin

Jon Wertheim

Chris Hayes

Steve Kim

Kyle Samani

Carla Harris

Chris Voss

Scott Kupor

James Clear

Renata Quintini

David Barrett

Andreessen Horowitz

Scott Wilson

OwlTail

Tim Recker, the Chief Investment Officer for the James Irvine Foundation, discusses how LPs should ‘think in decades’ as they approach investing in venture capital and cautions against setting too low a bar for investment returns. Tim describes his approach to manager relationships and what would give an LP comfort to invest in cases where the legal terms are not ideal. The James Irvine Foundation has a specific tilt towards emerging markets, China in particular; Tim explains how investing with high-quality managers helps to mitigate risks and to drive returns. Finally, the James Irvine Foundation identifies as an ‘anti-racist’ organization, and Tim shares how cultural and cognitive diversity are important components to both their investment strategy and their talent pipeline. Have questions, comments, or concerns? Email us at voicesofprivateequity@ilpa.org

Tim Recker, the Chief Investment Officer for the James Irvine Foundation, discusses how LPs should ‘think in decades’ as they approach investing in venture capital and cautions against setting too low a bar for investment returns. Tim describes his approach to manager relationships and what would give an LP comfort to invest in cases where the legal terms are not ideal. The James Irvine Foundation has a specific tilt towards emerging markets, China in particular; Tim explains how investing with high-quality managers helps to mitigate risks and to drive returns. Finally, the James Irvine Foundation identifies as an ‘anti-racist’ organization, and Tim shares how cultural and cognitive diversity are important components to both their investment strategy and their talent pipeline. Have questions, comments, or concerns? Email us at voicesofprivateequity@ilpa.org

Are LPs Setting a High Enough Bar for Venture Returns? (Feat. Tim Recker, James Irvine Foundation)

 Tim Recker is the CIO of the $2.4 billion James Irvine Foundation.  He joined the foundation in 2016 after spending a decade in private equity and real assets for the University of California Regents, four years overseeing Alternatives at the Michigan Retirement System, and his early years at GE Asset Management  Our conversation covers Tim’s career path, the culture and structure at GE and Michigan Retirement, and co-investments at UC Regents. We then turn to the intricacies of managing a highly concentrated portfolio of managers at Irvine, including effective governance. flexibility, team structure, due diligence, and decision making. We close with Tim’s perspectives on hedge funds, real estate and fixed income, and the tradeoffs in preparing for a downturn.   Learn More Discuss show and Read the Transcript Join Ted's mailing list at CapitalAllocatorsPodcast.com  Join the Capital Allocators Forum Write a review on  iTunes Follow Ted on twitter at @tseides  For more episodes go to CapitalAllocatorsPodcast.com/Podcast

Tim Recker is the CIO of the $2.4 billion James Irvine Foundation.  He joined the foundation in 2016 after spending a decade in private equity and real assets for the University of California Regents, four years overseeing Alternatives at the Michigan Retirement System, and his early years at GE Asset Management Our conversation covers Tim’s career path, the culture and structure at GE and Michigan Retirement, and co-investments at UC Regents. We then turn to the intricacies of managing a highly concentrated portfolio of managers at Irvine, including effective governance. flexibility, team structure, due diligence, and decision making. We close with Tim’s perspectives on hedge funds, real estate and fixed income, and the tradeoffs in preparing for a downturn. Learn More <a href="http://capitalallocatorspodcast.com/transcripts" rel="nofollow" target="_blank">Discuss show and Read the Transcript</a> Join Ted's mailing list at <a href="http://capitalallocatorspodcast.com/" rel="nofollow" target="_blank">CapitalAllocatorsPodcast.com</a> Join the <a href="http://capitalallocatorspodcast.com/forum" rel="nofollow" target="_blank">Capital Allocators Forum</a> Write a review on <a href="https://itunes.apple.com/us/podcast/capital-allocators-with-ted-seides/id1223764016" rel="nofollow" target="_blank"> iTunes</a> Follow Ted on twitter at <a href="http://twitter.com/tseides" rel="nofollow" target="_blank">@tseides</a> For more episodes go to <a href="http://capitalallocatorspodcast.com/podcast" rel="nofollow" target="_blank">CapitalAllocatorsPodcast.com/Podcast</a>

Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)